Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q3 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US DIVIDEN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
3.67KNew |
$283K - $312K
|
3.67K
$102K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.67K+ 3.47% |
$282K - $312K
|
109K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.65K+ 10.0% |
$281K - $311K
|
40.2K
$1.12M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.62K+ 13.18% |
$279K - $308K
|
31.1K
$863K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.62K+ 3.02% |
$279K - $308K
|
123K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.6K+ 86.91% |
$277K - $306K
|
7.74K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.58K+ 14.57% |
$276K - $304K
|
28.1K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.58K+ 18.34% |
$275K - $304K
|
23.1K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
3.57K+ 5.74% |
$275K - $304K
|
65.8K
$1.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.57K+ 3.13% |
$275K - $303K
|
117K
$3.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.55K+ 9.04% |
$274K - $302K
|
42.9K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.52KNew |
$271K - $299K
|
3.52K
$97.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.5K+ 11.53% |
$270K - $298K
|
33.9K
$940K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.45K+ 5.91% |
$266K - $294K
|
61.8K
$1.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.44K+ 5.55% |
$265K - $292K
|
65.4K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.4KNew |
$262K - $289K
|
3.4K
$94.3K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3.39KNew |
$261K - $288K
|
3.39K
$94.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.39KNew |
$261K - $288K
|
3.39K
$94K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.38KNew |
$261K - $288K
|
3.38K
$93.9K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.35KNew |
$258K - $285K
|
3.35K
$93K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.33KNew |
$257K - $284K
|
3.33K
$92.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.33KNew |
$257K - $283K
|
3.33K
$92.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.29KNew |
$254K - $280K
|
3.29K
$91.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.29KNew |
$253K - $280K
|
3.29K
$91.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.27KNew |
$252K - $278K
|
3.27K
$90.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.26K+ 2.32% |
$251K - $277K
|
144K
$3.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.23KNew |
$249K - $275K
|
3.23K
$89.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.22K+ 3.05% |
$248K - $274K
|
109K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.19KNew |
$246K - $271K
|
3.19K
$88.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.18KNew |
$245K - $271K
|
3.18K
$88.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
3.16K+ 40.89% |
$244K - $269K
|
10.9K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
3.14K+ 9.54% |
$242K - $267K
|
36.1K
$1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 6.17% |
$242K - $267K
|
54K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.14K+ 103.19% |
$242K - $267K
|
6.18K
$172K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.13KNew |
$241K - $266K
|
3.13K
$86.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
3.12KNew |
$240K - $266K
|
3.12K
$86.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3.12KNew |
$240K - $265K
|
3.12K
$86.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.1K+ 1.25% |
$239K - $264K
|
252K
$6.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.06K+ 0.68% |
$236K - $260K
|
453K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.02K+ 1.91% |
$233K - $257K
|
161K
$4.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.01K+ 107.42% |
$232K - $256K
|
5.82K
$161K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3K+ 150.0% |
$231K - $255K
|
5K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
3KNew |
$231K - $255K
|
3K
$83.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.97K+ 4.38% |
$229K - $253K
|
70.8K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.97K+ 4.38% |
$229K - $253K
|
70.8K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.95K+ 91.74% |
$227K - $251K
|
6.17K
$171K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.95KNew |
$227K - $251K
|
2.95K
$81.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.95KNew |
$227K - $251K
|
2.95K
$81.7K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.92K+ 1.32% |
$225K - $248K
|
225K
$6.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.9K+ 0.7% |
$224K - $247K
|
420K
$11.7M
|